| SSPDR标普500 ETFSPY |
| 16.59% | 16.29% | $5.38亿 | 72.1万股 | $2.58亿 | 39.7万股 | +32.4万股+81.61% | 加仓 |
| V先锋领航指数基金VOO |
| 16.59% | 8.56% | $5.38亿 | 73.1万股 | $1.36亿 | 23.5万股 | +49.6万股+211.06% | 加仓 |
 VanEck ETF信托SMH |
| 6.26% | 8.31% | $2.03亿 | 31.0万股 | $1.32亿 | 34.4万股 | -3.4万股-9.75% | 减仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 5.56% | — | $1.80亿 | 28.1万股 | $0 | 0股 | +28.1万股 | 新买入 |
 谷歌AGOOGL |
| 4.06% | 0.84% | $1.32亿 | 36.9万股 | $1,325.7万 | 4.6万股 | +32.3万股+700.00% | 加仓 |
 威瑞信VRSN |
| 4.06% | 0.37% | $1.32亿 | 52.3万股 | $592.4万 | 2.4万股 | +50.0万股+2,094.26% | 加仓 |
 EquinixEQIX |
| 3.49% | 15.95% | $1.13亿 | 10.9万股 | $2.53亿 | 25.8万股 | -14.9万股-57.82% | 减仓 |
 AMD超威AMD |
| 2.86% | 1.2% | $9,288.1万 | 16.0万股 | $1,904.4万 | 9.4万股 | +6.6万股+70.80% | 加仓 |
 希捷STX |
| 2.24% | 1.24% | $7,273.5万 | 7.5万股 | $1,969.2万 | 5.0万股 | +2.5万股+49.95% | 加仓 |
 ServiceNowNOW |
| 2.02% | — | $6,552.5万 | 66.0万股 | $0 | 0股 | +66.0万股 | 新买入 |
 VisaV |
| 1.98% | — | $6,432.9万 | 18.8万股 | $0 | 0股 | +18.8万股 | 新买入 |
 英伟达NVDA |
| 1.98% | — | $6,426.9万 | 32.1万股 | $0 | 0股 | +32.1万股 | 新买入 |
 赛富时CRM |
| 1.93% | — | $6,266.4万 | 40.0万股 | $0 | 0股 | +40.0万股 | 新买入 |
 微软MSFT |
| 1.68% | — | $5,464.7万 | 14.7万股 | $0 | 0股 | +14.7万股 | 新买入 |
 阿斯麦ASML |
| 1.62% | 1.96% | $5,255.1万 | 2.6万股 | $3,111.9万 | 2.4万股 | +2,855股+12.12% | 加仓 |
 家得宝HD |
| 1.58% | — | $5,113.9万 | 14.5万股 | $0 | 0股 | +14.5万股 | 新买入 |
 万事达MA |
| 1.46% | — | $4,750.8万 | 9.3万股 | $0 | 0股 | +9.3万股 | 新买入 |
 OKTA CLASS AOKTA |
| 1.44% | — | $4,658.5万 | 34.1万股 | $0 | 0股 | +34.1万股 | 新买入 |
 英特尔INTC |
| 1.3% | — | $4,231.4万 | 30.3万股 | $0 | 0股 | +30.3万股 | 新买入 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 1.22% | 1.83% | $3,950.6万 | 52.8万股 | $2,897.7万 | 83.9万股 | -31.1万股-37.10% | 减仓 |
 Meta平台META |
| 1.21% | — | $3,943.0万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
 应用材料AMAT |
| 1.2% | 1.81% | $3,906.6万 | 5.4万股 | $2,869.0万 | 8.4万股 | -3.0万股-35.63% | 减仓 |
 自由媒体FWONK |
| 0.93% | 0.97% | $3,002.3万 | 31.6万股 | $1,532.4万 | 18.0万股 | +13.5万股+75.08% | 加仓 |
 NETFLIXNFLX |
| 0.92% | — | $2,998.8万 | 42.0万股 | $0 | 0股 | +42.0万股 | 新买入 |
| AATLASSIAN CL ATEAM |
| 0.83% | — | $2,703.2万 | 34.8万股 | $0 | 0股 | +34.8万股 | 新买入 |
 威廉姆斯WMB |
| 0.79% | 2.29% | $2,565.5万 | 34.5万股 | $3,632.1万 | 49.9万股 | -15.4万股-30.85% | 减仓 |
| SSANDISK COMSNDK |
| 0.78% | — | $2,542.3万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 美光科技MU |
| 0.76% | — | $2,481.7万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 泛林集团LRCX |
| 0.71% | — | $2,295.8万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
 GE VernovaGEV |
| 0.69% | — | $2,244.0万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 自由港麦克莫兰FCX |
| 0.65% | 0.62% | $2,116.6万 | 33.7万股 | $979.3万 | 16.7万股 | +17.0万股+102.02% | 加仓 |
| EENTEGRISENTG |
| 0.64% | 0.83% | $2,087.7万 | 11.6万股 | $1,319.9万 | 11.3万股 | +3,491股+3.10% | 加仓 |
 BORGWARNERBWA |
| 0.62% | — | $2,024.9万 | 30.5万股 | $0 | 0股 | +30.5万股 | 新买入 |
 REDDIT CL ARDDT |
| 0.62% | — | $2,008.4万 | 11.6万股 | $0 | 0股 | +11.6万股 | 新买入 |
 西部数据WDC |
| 0.62% | — | $1,998.7万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
| TTTM TECHNOLOGIESTTMI |
| 0.61% | — | $1,982.0万 | 10.6万股 | $0 | 0股 | +10.6万股 | 新买入 |
| VVEECO INSTRS DELVECO |
| 0.58% | 0.13% | $1,883.4万 | 24.8万股 | $204.5万 | 6.0万股 | +18.8万股+311.36% | 加仓 |
 EQTEQT |
| 0.57% | 1.5% | $1,853.7万 | 34.9万股 | $2,371.3万 | 37.3万股 | -2.4万股-6.43% | 减仓 |
 亚马逊AMZN |
| 0.57% | 2.31% | $1,847.1万 | 7.8万股 | $3,668.1万 | 17.6万股 | -9.9万股-56.00% | 减仓 |
 MONGODB CL AMDB |
| 0.51% | — | $1,664.4万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
| AAPPLOVINAPP |
| 0.46% | — | $1,503.0万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
| Q高通QCOM |
| 0.45% | — | $1,469.1万 | 8.0万股 | $0 | 0股 | +8.0万股 | 新买入 |
| NNOKIA SPONSORED ADRNOK |
| 0.43% | — | $1,383.5万 | 104.2万股 | $0 | 0股 | +104.2万股 | 新买入 |
| SSHOALS TECHNOLOGIES INSHLS |
| 0.39% | 0.83% | $1,271.2万 | 128.4万股 | $1,312.2万 | 199.4万股 | -71.0万股-35.61% | 减仓 |
 TwilioTWLO |
| 0.38% | — | $1,226.1万 | 5.9万股 | $0 | 0股 | +5.9万股 | 新买入 |
| CCORE SCIENTIFIC NEWCORZ |
| 0.37% | 0.61% | $1,202.2万 | 47.0万股 | $966.2万 | 64.6万股 | -17.6万股-27.26% | 减仓 |
 LumentumLITE |
| 0.35% | — | $1,141.2万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 0.32% | — | $1,049.9万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
| B百度BIDU |
| 0.32% | 0.59% | $1,026.7万 | 9.0万股 | $934.0万 | 8.4万股 | +5,999股+7.16% | 加仓 |
 CDWCDW |
| 0.3% | — | $988.8万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
